Kerberrose Wealth Management, LLC
● SEC registered since 2020CRD 168787SEC# 801-119492Shawano, WI
Reg. AUM
$1.16B
Employees
13
Accounts
3,345
Location
Shawano, WI
Kerberrose Wealth Management, LLC assets under management
Kerberrose Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Shawano, WI. The firm has been registered since 2020. It reports $1.2 billion in regulatory assets under management and employs 13 people.
Kerberrose Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony J Powers Control | Elected Manager | Under 5% | 2016 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2014 |
| Kerberrose Holdings, LLC Control | Owner | Over 75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Kerberrose Wealth Management, LLC manage?
Kerberrose Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Kerberrose Wealth Management, LLC have?
Kerberrose Wealth Management, LLC reports 13 employees.
Where is Kerberrose Wealth Management, LLC located?
Kerberrose Wealth Management, LLC is based in Shawano, WI and has been SEC-registered since 2020.
Does Kerberrose Wealth Management, LLC disclose fund performance?
Kerberrose Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 115 E. 5th Street, Shawano, WI 54166 |
| Phone | 715.526.9400 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.16B▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.16Bregulatory AUM
Discretionary $846.6MNon-discretionary $308.5M